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IPG Investment Advisors’s UnitedHealth UNH Stock Holding History

IPG Investment Advisors’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$784K Sell
1,887
-237
-11% -$87.8K 0.11% 138
2026
Q1 		$575K Buy
2,124
+95
+5% +$28.3K 0.1% 129
2025
Q4 		$670K Sell
2,029
-400
-16% -$136K 0.12% 117
2025
Q3 		$839K Buy
+2,429
New +$735K 0.15% 100
2023
Q1 		– Sell
-1,595
Closed -$846K – 180
2022
Q4 		$846K Buy
1,595
+1,050
+193% +$556K 0.24% 55
2022
Q3 		$275K Sell
545
-56
-9% -$29.4K 0.08% 98
2022
Q2 		$309K Sell
601
-145
-19% -$72.8K 0.08% 108
2022
Q1 		$380K Sell
746
-50
-6% -$24.1K 0.07% 106
2021
Q4 		$400K Sell
796
-13
-2% -$5.88K 0.07% 125
2021
Q3 		$316K Buy
809
+18
+2% +$7.46K 0.1% 86
2021
Q2 		$317K Sell
791
-65
-8% -$25.9K 0.09% 102
2021
Q1 		$318K Sell
856
-9
-1% -$3.12K 0.06% 143
2020
Q4 		$303K Buy
865
+29
+3% +$9.72K 0.07% 121
2020
Q3 		$261K Sell
836
-50
-6% -$15.4K 0.07% 123
2020
Q2 		$261K Buy
886
+40
+5% +$11.5K 0.09% 104
2020
Q1 		$211K Hold
846
– – 0.09% 107
2019
Q4 		$249K Buy
+846
New +$221K 0.08% 112
2019
Q3 		– Sell
-846
Closed -$206K – 152
2019
Q2 		$206K Sell
846
-235
-22% -$56.5K 0.08% 130
2019
Q1 		$267K Buy
1,081
+235
+28% +$59.9K 0.09% 121
2018
Q4 		$211K Sell
846
-3,799
-82% -$1M 0.08% 128
2018
Q3 		$1.24M Buy
+4,645
New +$1.21M 0.4% 38
2016
Q1 		– Sell
-4,800
Closed -$565K – 133
2015
Q4 		$565K Sell
4,800
-1,200
-20% -$140K 0.26% 61
2015
Q3 		$696K Buy
6,000
+3,000
+100% +$359K 0.32% 55
2015
Q2 		$366K Buy
+3,000
New +$355K 0.13% 90

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

IPG Investment Advisors's UNH Position: Q2 2026 in Review

IPG Investment Advisors reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $87.8K and leaving 1,887 shares worth $784K. The position accounts for 0.11% of the portfolio, ranked #138.

IPG Investment Advisors first reported a position in UNH in Q2 2015 and has held it in 24 quarters since. The position peaked at $1.24M in Q3 2018. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • IPG Investment Advisors held 1,887 shares of UnitedHealth worth $784K as of Q2 2026.
  • IPG Investment Advisors sold 237 UnitedHealth shares in Q2 2026, an estimated $87.8K.
  • UnitedHealth made up 0.11% of IPG Investment Advisors's portfolio in Q2 2026, its #138 holding.
  • IPG Investment Advisors first reported a position in UnitedHealth in Q2 2015 and has held it in 24 quarters since.
  • IPG Investment Advisors's UnitedHealth position peaked at $1.24M in Q3 2018.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.